Client Intake / 01
Tell The Digital Side What You're Working With.
Share the pieces that help the build fit the business.
Skip anything that is unclear. Technical details can be sorted out later.
02
What Should Customers Do?
Choose the action that matters most, then add anything customers repeatedly ask or struggle to find.
03
What Already Exists?
No technical knowledge required. “I don't know” is a perfectly good answer.
For Digital Junk Drawer or Full Build projects: account access may be needed later. Never send passwords by email. If access is needed, you’ll receive exact instructions for the safest way to share it.
04
What Already Exists?
Check anything the business already has. Starting fresh is fine too.
05
What Does Done Look Like?
One last thing.
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